SALESFORCE CRM TRAINING

Content for Admin and advance Admin

Organization Setup

• Understandings of a company profile

User Creation

• Steps to set up a user and how to maintain it.
• Scenario based discussion to troubleshoot user access And visibility issues

Standard and Custom Objects Differences

• Standard object and custom object architecture and their relationship model how to customize fields, page layouts, for standard and custom objects
• Scenarios discussion to understand the object creations and usages.
• Business process using Record Types
• Scenarios for Record types in standard and custom object settings.
• Usage of Recycle bin.
• How to create formula fields and when to use it.
• Security and Access Controls
• Various organization security options discussions
• Features of the sharing model and its capabilities.
• Scenarios on sharing model
• Profiles usages and creation
• Use of a custom profile with different licenses scenarios

Workflow Rules Automation

• Discussions on workflow rules.
• Different Evaluations of workflow rules and its actions
• Scenarios to identify the recommended workflow solution
• Discussions on use cases for the approval process

Chatter

• Describe the features of Chatter

Sales Cloud Applications Practices

• Understandings of before sales process using sales cloud.
• Features of sales process objects. Accounts, contacts
• Opportunity management processes.
• Capabilities of lead management and ways to generate leads
• Scenario provided to identify how to automate lead management
• Explanations on campaign management

Service Cloud Applications Practices

• Usage and capabilities of case management
• Real time scenario, to automate case management.
• Usage of solution management
• Portals Discussion

Activity Management

• Describe the capabilities of activity management

Desktop and Mobile Administration

• Describe the capabilities of Salesforce Classic Lite
• Describe the installation and synchronization options of Salesforce for Outlook

Managing Data

• Learnings how to import, update, transfer, and mass delete data
• Scenario to understand the DML operations
• Different ways to backup data

Discussions on Content and Folder Management

• Customizing folders to manage and secure templates, dashboards, reports, and documents

Analytics - Reports and Dashboards

• Creating reports and dashboards based on the business scenarios.
• Scenario to understand different report types provided.

AppExchange

• Identify use cases for AppExchange applications

Content for Developer and Advance Developer

Introduction

• Force.com
• What is Apex?
• When should I use Apex?
• How does Apex work?
• Understanding Apex Core Concepts

Apex Development Process

• Writing Apex using Development Environment
• Writing Test classes
• Deploying Apex to Sandbox
• Deploy Apex to Salesforce
• Writing first Apex

Writing Apex

• Data types and variables
• Control Flow
• Classes ,objects , interfaces and Properties
• Working with Data in Apex
• Sobject and Database
(A)SOQL
(B)SOSL

Exception Handling  Way to invoke Apex

• Invoking Apex
(a)Triggers
(b)Batch process
(c)Apex Rest services
(d)Scheduled Execution
• Governor limits
• Integration and Apex Utilities

Debugging in Apex

Apex Unit Tests

• Adding Test Utility Class
• Adding Test Methods
• Running Test Code Coverage

Visual Force

• Creating and listing of Visual force page
• Adding attributes and using auto suggest
• Understanding Simple variable and formulas
• Using standard controls
• Using standard user components
• Input data with forms
• Overriding and Pointing to Pages
• Customizing the user interface
• Reusing page and templates
• Custom Components
• Updating Visualforce page with Ajax

Overview of site.com

Overview of salesforce1.com